Ray Wang, Research Director at Futurum, shares his insights on the AMD OpenAI partnership spanning 6 GW of Instinct GPUs, where milestone-linked warrants and power readiness define the next phase...
In our latest Market Brief, Hybrid Bonding at Scale: Powering the Next Era of Semiconductor Packaging, developed in partnership with Applied Materials, Futurum Research explores how hybrid bonding is transforming...
Olivier Blanchard, Research Director at Futurum, shares insights on Qualcomm’s Snapdragon Guardian, an always-on PC management platform with built-in cellular connectivity that challenges Intel vPro and reshapes enterprise security....
Ray Wang, Research Director at Futurum, shares his insights on Lenovo GPU Advanced Services, a modular suite designed to boost AI workload performance by up to 30% while simplifying GPU...
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discussMeta's $14 billion infrastructure deal with Core Weave, OpenAI's $6 billion agreement, and the ongoing debate...
Ray Wang, Research Director at Futurum, shares insights on IBM and AMD’s partnership with Zyphra to deliver one of the largest AI training clusters on IBM Cloud, advancing Zyphra’s $1...
Olivier Blanchard, Research Director at Futurum, shares his insights on Snapdragon 8 Elite Gen 5 - 20% faster CPU, 23% stronger GPU, 37% faster NPU, first APV video, and AI-enhanced...
Olivier Blanchard, Research Director at Futurum, shares insights on Qualcomm’s Snapdragon X2 Elite launch, spotlighting 18-core CPUs, 80 TOPS NPUs, redesigned GPUs, and multi-day battery targets for Windows PCs....
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Nvidia's $100 billion investment in OpenAI, Oracle's leadership changes, Microsoft's addition of Anthropic to Copilot,...
Ray Wang and Daniel Newman at Futurum analyze Micron’s Q4 FY 2025 earnings, focusing on record data center momentum, HBM growth, and margin expansion, while highlighting how AI demand positions...
Ray Wang, Research Director at Futurum, shares insights on Synopsys and TSMC’s expanded collaboration on certified flows, IP, and 3DIC solutions to accelerate AI and multi-die chip design across advanced...
Olivier Blanchard, Research Director at Futurum, shares insights on MediaTek’s Dimensity 9500, a flagship chipset delivering top-tier AI, gaming, and efficiency, debuting in OPPO’s Find X9 series and competing directly...
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